The legacy mindset: How do you view what you have?
Legacy is a mindset. But what “legacy mindset” must you have in order to succeed? When AJ began his business, he began with little thought to legacy. Mainly, he thought about surviving for the first few years. But eventually he crossed that hurdle, and the business actually reached a » Read More
One simple key to passing on your family vision
Families with a multi-generational vision know that it takes buy-in from the members of the family “team.” Generation 1 may have dreamed up an inspiring vision for their family, but it won’t do much good if they don’t successfully transfer it to Generations 2 and 3. (I’ll address one » Read More
Why Don’t We Complete Estate Plans?
A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have a will. Some of the reasons include the following: 25% of respondents didn’t want to talk about an estate plan » Read More
